Pollard Banknote Ltd (PBL-T) Stock Predictions - Stockchase
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Pollard Banknote Ltd (PBL-T)

ON STOCKCHASE SINCE Sep 2005

Print lottery tickets.

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Pollard Banknote Ltd

PBL-T

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Pollard Banknote Ltd (PBL-T) SAVE Mar, 25, 2019, 9:38 pm

22.25 0.03 (0.14%)

About Pollard Banknote Ltd (PBL-T)

Pollard Banknote Income Fund traces its roots back to 1907 to the Saults & Pollard commercial printing company in Winnipeg, Manitoba, Canada. More at Wikipedia

What the experts are saying about PBL-T



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Signal Opinion Expert
BUY
Pollard Banknote Ltd(PBL-T) 

November 19, 2018

It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
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It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$22.910
Owned Owned
Yes

BUY
Pollard Banknote Ltd(PBL-T) 

September 10, 2018

Best known for the instant win lottery tickets.  In recent quarters, analysts have picked up coverage.  There are very high barriers to entry.  They have been making acquisitions recently.  They would like to grow through acquisitions.  It pulled back recently and he has added to his position.

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Best known for the instant win lottery tickets.  In recent quarters, analysts have picked up coverage.  There are very high barriers to entry.  They have been making acquisitions recently.  They would like to grow through acquisitions.  It pulled back recently and he has added to his position.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$20.600
Owned Owned
Yes

PAST TOP PICK
Pollard Banknote Ltd(PBL-T) 

September 10, 2018

(A Top Pick Feb. 8/18, Up 7%)  It has gone sideways recently but so have many of the gaming stocks.  He is sticking with it.  He thinks they will go through a number of acquisitions to move the stock price higher.

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(A Top Pick Feb. 8/18, Up 7%)  It has gone sideways recently but so have many of the gaming stocks.  He is sticking with it.  He thinks they will go through a number of acquisitions to move the stock price higher.

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$20.600
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Aug 29/17, Up 49%)  They are going to expand the acquisition and are one of the top 3 or 4 scratch ticket printers in the world.  He thinks the long term outlook is good and management own a lot of stock.

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(A Top Pick Aug 29/17, Up 49%)  They are going to expand the acquisition and are one of the top 3 or 4 scratch ticket printers in the world.  He thinks the long term outlook is good and management own a lot of stock.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$21.240
Owned Owned
Yes

HOLD

Get in again for 5 months up to 3 years? One of their favourite investments. Not as cheap as it was. It's a good business, management is executing, and it's in a strong market position. Third largest player globally. Holds contracts globally for lottery tickets, a steady growing market, even in a recession. Poised to continue to grow. Can hold it for the next 3-5 years.

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Get in again for 5 months up to 3 years? One of their favourite investments. Not as cheap as it was. It's a good business, management is executing, and it's in a strong market position. Third largest player globally. Holds contracts globally for lottery tickets, a steady growing market, even in a recession. Poised to continue to grow. Can hold it for the next 3-5 years.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$21.720
Owned Owned
Yes

BUY

The stock has gone up from $6 when he recommended it to about $22, but that has been through organic growth and acquisition. The revenues have kept up with the stock price, so today it is trading at almost the same multiple as it did a while ago. He anticipates additional acquisitions and thinks it is a well-run business.

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The stock has gone up from $6 when he recommended it to about $22, but that has been through organic growth and acquisition. The revenues have kept up with the stock price, so today it is trading at almost the same multiple as it did a while ago. He anticipates additional acquisitions and thinks it is a well-run business.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$21.790
Owned Owned
Yes

TOP PICK
Pollard Banknote Ltd(PBL-T) 

February 8, 2018

The majority of their business is the scratch and win and instant peel tickets. They see a lot of growth there. They have become more aggressive on the inorganic side with some acquisitions. (Analysts’ price target is $20.33)

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The majority of their business is the scratch and win and instant peel tickets. They see a lot of growth there. They have become more aggressive on the inorganic side with some acquisitions. (Analysts’ price target is $20.33)

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$19.300
Owned Owned
Yes

COMMENT
Pollard Banknote Ltd(PBL-T) 

January 22, 2018

Recently initiated a position in this. They are in the very exciting world of scratch tickets, lottery type tickets. They have a traditional business line and are taking the free cash flow out of the excess cash flow and are making acquisitions in their space. This meets his criteria.

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Recently initiated a position in this. They are in the very exciting world of scratch tickets, lottery type tickets. They have a traditional business line and are taking the free cash flow out of the excess cash flow and are making acquisitions in their space. This meets his criteria.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$19.710
Owned Owned
Yes

TOP PICK
Pollard Banknote Ltd(PBL-T) 

January 18, 2018

A leading lottery to more than 60 lotteries worldwide, located in Winnipeg. They’ve been making acquisitions. Dividend yield of 0.6%. (Analysts' price target is $17.63.)

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A leading lottery to more than 60 lotteries worldwide, located in Winnipeg. They’ve been making acquisitions. Dividend yield of 0.6%. (Analysts' price target is $17.63.)

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$19.000
Owned Owned
Yes

HOLD
Pollard Banknote Ltd(PBL-T) 

October 26, 2017

Lottery ticket manufacturer.  He has owned it for a while.  It is not that well followed but a couple of analysts have written reports on it.  Going forward they are looking for other acquisitions that are businesses they can get into, related to lotteries.  They are dominant. 

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Lottery ticket manufacturer.  He has owned it for a while.  It is not that well followed but a couple of analysts have written reports on it.  Going forward they are looking for other acquisitions that are businesses they can get into, related to lotteries.  They are dominant. 

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$14.470
Owned Owned
Yes

TOP PICK
Pollard Banknote Ltd(PBL-T) 

August 29, 2017

A really interesting company and not well known, but the 2nd largest producer of instant scratch lottery tickets globally. Although a value investor, he likes this more now at $13 than he did at $8. They just made an acquisition and are expanding their business at video/lottery terminals. Has a new facility they built in the US to expand production capacity of instant scratch tickets by 35%. There are very high barriers to entry. Trades at only about 7X the EBITDA potential over the next couple of years, which should be more like a 9X multiple. Dividend yield of 0.9%. He can see upside to at least $18 a share. (Analysts’ price target is $15.50.)

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A really interesting company and not well known, but the 2nd largest producer of instant scratch lottery tickets globally. Although a value investor, he likes this more now at $13 than he did at $8. They just made an acquisition and are expanding their business at video/lottery terminals. Has a new facility they built in the US to expand production capacity of instant scratch tickets by 35%. There are very high barriers to entry. Trades at only about 7X the EBITDA potential over the next couple of years, which should be more like a 9X multiple. Dividend yield of 0.9%. He can see upside to at least $18 a share. (Analysts’ price target is $15.50.)

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$13.950
Owned Owned
Yes

PAST TOP PICK
Pollard Banknote Ltd(PBL-T) 

February 15, 2017

(A Top Pick Jan 28/16. Up 9%.) Thinks the stock should be a lot higher. They are one of the dominant global players in printing scratch lottery tickets. The industry has grown at about 6%-7% a year over 30 years. Trading at a pretty reasonable valuation.

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(A Top Pick Jan 28/16. Up 9%.) Thinks the stock should be a lot higher. They are one of the dominant global players in printing scratch lottery tickets. The industry has grown at about 6%-7% a year over 30 years. Trading at a pretty reasonable valuation.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$8.000
Owned Owned
Yes

PAST TOP PICK
Pollard Banknote Ltd(PBL-T) 

December 1, 2016

(A Top Pick Jan 28/16. Up 10.77%.) A great little business run up of Winnipeg. Owners have a fair amount of equity stake along with the shareholders. One of the largest producers of instant scratch tickets globally. A growing business that is steady. Not expensive. Recently had a plant expansion in the US, which gives them a chance to grow.

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(A Top Pick Jan 28/16. Up 10.77%.) A great little business run up of Winnipeg. Owners have a fair amount of equity stake along with the shareholders. One of the largest producers of instant scratch tickets globally. A growing business that is steady. Not expensive. Recently had a plant expansion in the US, which gives them a chance to grow.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$8.160
Owned Owned
Yes

PAST TOP PICK
Pollard Banknote Ltd(PBL-T) 

August 17, 2016

(A Top Pick Sept 3/15. Up 11.25%.) He still likes this and has been buying more recently. Thinks there is a lot of upside. They’ve undergone a fairly significant capital program, where they have built new manufacturing facilities. Their primary business is printing scratch lottery tickets, and are one of the dominant ones of 3 or 4 players globally. They have proprietary technology and trusting long-term relationships with lottery corporations. Not an expensive stock, and has a good future in front of it.

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(A Top Pick Sept 3/15. Up 11.25%.) He still likes this and has been buying more recently. Thinks there is a lot of upside. They’ve undergone a fairly significant capital program, where they have built new manufacturing facilities. Their primary business is printing scratch lottery tickets, and are one of the dominant ones of 3 or 4 players globally. They have proprietary technology and trusting long-term relationships with lottery corporations. Not an expensive stock, and has a good future in front of it.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$8.000
Owned Owned
Yes

TOP PICK
Pollard Banknote Ltd(PBL-T) 

January 28, 2016

Scratch lottery tickets.  One of the top three manufacturers in the world.  It is an oligopoly.  Barriers to entry are very high because of security concerns. 

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Scratch lottery tickets.  One of the top three manufacturers in the world.  It is an oligopoly.  Barriers to entry are very high because of security concerns. 

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$7.450
Owned Owned
Yes

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